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Janette Koon, CFP®

Janette Koon, CFP®

Financial Advisor

Janette is a financial advisor with Waddell & Reed.  She currently holds her series 7, 63, and 65 licenses as well as her Indiana life & health insurance licenses.  In addition, she holds her CERTIFIED FINANCIAL PLANNER™ certification and Chartered Mutual Fund Couselor (CMFC®) designation.  With over 30 years of service in the industry, Janette has the experience to analyze your personal information, consider potential outcomes and make informed decisions about your financial plan. With access to our sophisticated financial planning software, she can provide an enhanced experience and deliver a plan that manages your data and adapts to your needs.

Please contact Janette for more information on how she can help you pursue your financial goals.

 

 

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Waddell & Reed offers financial planning services in its capacity as a Registered Investment Adviser.  For more information request a copy of the Waddell & Reed, Inc. Financial Planning Advisory Services Brochure for a complete discussion of these services and the fees associated with them.  08/19